| Provider | Service type | Compensation |
|---|---|---|
BLACKROCK3+ years Filed as: BLACKROCK INSTITUTIONAL TRUST CO Service code 21 · EIN 94-3112180 | Bank Trustee | $940,953 |
WELLS FARGO BANK, N.A.3+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $887,476 |
STATE STREET GLOBAL ADVISORS3+ years Service code 18 · EIN 04-1867445 | Investment management fees paid indir... | $80,736 |
THE BANK OF NEW YORK MELLON3+ years Filed as: MELLON CAPITAL MANAGEMENT CORP Service code 51 · EIN 25-1442864 | Investment Mgmt Fees | $59,277 |
BPS&M1 year Service code 16 · EIN 62-0853448 | Consulting | $9,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,112 | $136,209-20.6% | $82,312+31.3% | $80,976+33.5% |
| Participation rate | 86.0% | 88.0%-2.0pp | 76.9%+9.1pp | 68.3%+17.7pp |
| Annual return | 24.78% | 21.54%+3.2pp | 25.88%-1.1pp | 22.91%+1.9pp |
| Employer contribution / active EE | $446 | $3,633-87.7% | $2,428-81.7% | $2,402-81.5% |
| Participant deferral / active EE | $4,294 | $6,693-35.8% | $3,706+15.9% | $3,848+11.6% |
| Admin fee / account holder | $107 | $62+72.4% | $5,608-98.1% | $67+58.9% |